Sales Tax - AvaTax Integration Setup

Introduced in AV 2017.0.3.0, August 2017

Do you need to collect Sales Tax? Do you worry about getting it right? Would you like to save time in reporting and remitting your tax liability?  If you've answered "yes" to any of the above, then our AvaTax integration is meant for you.

AvaTax (http://www.avalara.com) is a web based service that validates, calculates and reports on anything and everything to do with Sales Taxes throughout the US.  When you sign up for an AvaTax account, your AcctVantage system can seamlessly integrate to ensure proper calculation and reporting of sales taxes for any situation.

You will need to register an account with AvaTax before proceeding with this setup.

Integration Setup

Create an "AvaTax" Tax Area.  Tax Areas are create in the General Ledger > Tax Areas screen.  We will use a single AcctVantage Tax Area to communicate with Avalara; the detailed reporting of tax by jurisdiction will be done via the AvaTax web service.

There is no need to delete existing Tax Areas and no need to change the Tax Area assignments on your Client or Ship To records.  Once the integration is enabled, AcctVantage will ensure that the AvaTax system handles all sales tax activity.

Enter your AvaTax Account information. On the Admnistration > System Setup screen, AvaTax tab you will enter your AvaTax account number, license key and AcctVantage Tax Area.

The license key is assigned by Avalara.

After you've entered your account number and license key, click the Test Connection button to enable the service.

In the Tax Area Mapping field, enter the AcctVantage Tax Area that you created above.

That's it!  Once you have established the connection, and enabled the service your Quotes and Orders will beging using AvaTax to validate sales taxes automatically.

Client Exceptions (Optional)

AvaTax Customer Code

AvaTax has a provision to handle exceptions for individual clients.  Please refer to the Avatax documentation for use cases. You can apply the AvaTax assigned customer number to AcctVantage client records and ship to records to ensure these special use cases are enforced.  A Ship To assignment has priority over the default Client assignment when processing the tax.

Tax Exempt

If you have a tax exempt number recorded on the AcctVantage client/sales master record, that number will be passed to AvaTax for processing as an exempt sale.  Please review the AvaTax documentation for any special requirements regarding tax exempt reporting that you wish to enforce. AcctVantage simply passes the number you've provided; AvaTax takes it from there

Tax Area

When using AvaTax, this tax area on the Client/Sales Master screen is not relevant in any way.  You may wish to record the area for your own reporting, but it will have no impact at all on AvaTax processing or reporting. There is no need to delete existing Tax Areas and no need to change the Tax Area assignments on your Client or Ship To records.  Once the integration is enabled, AcctVantage will ensure that the AvaTax system handles all sales tax activity.

Product Assignments (Optional)

Map items to tax codes to tell AvaTax which tax rules to use when processing transactions. Items that aren't mapped will be taxed as tangible personal property.